Tech Stack

Description

You will lead finance transformation initiatives for private equity-backed portfolio companies, focusing on process improvements, technology enablement, and strategic value creation. You'll manage multi-workstream programs, interact with C-level executives, and contribute to business development.

Requirements

• Minimum 8+ years of relevant professional experience in a client-serving role at a top-tier public accounting or financial advisory firm, or mix of client service and private industry experience at a senior level
• Bachelor's degree in Accounting, Finance or related field (MBA is a plus)
• Proven experience managing large engagements with multiple workstreams
• Deep knowledge of business processes including lead-to-cash, source-to-pay, record-to-report, FP&A
• Strong and up-to-date knowledge of process best practices for finance function professionalization
• Extensive expertise in designing and implementing strategies, processes, and technology to increase effectiveness and reduce costs
• Experience enabling financial processes with finance automation and technology deployment
• Experience performing financial and operational assessments
• Experience driving strategic finance transformations
• Experience working in a private equity environment
• Strong Excel and PowerPoint skills
• Strong client service mindset

Responsibilities

• Lead finance function diagnostics and design value-creation roadmaps
• Design and execute process enhancements across lead-to-cash, source-to-pay, record-to-report, and FP&A
• Develop future state operating platforms (organization, processes, technology stack)
• Manage execution of plans to optimize technology and drive process automation
• Set up and drive transformation program governance
• Lead change management across multiple functions and workstreams
• Determine and measure ROI of improvement initiatives
• Manage multi-workstream transformation programs or multiple smaller projects
• Manage junior resources (Vice Presidents, Associates, or Analysts)
• Interact and build relationships with C-level personnel and private equity sponsors
• Assist in growing the firm by driving business development activities
• Take a lead role on internal firm initiatives